Global Wealth Research - July 2026

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Selective opportunities within AI theme and EM. Long-term positives for green transition and attractively valued sovereigns. Possible higher volatility from Fed changes and benign market outlook on Middle East outcome.

Key highlights:

Strait of Hormuz is open. Have inflation expectations fallen too fast?
New chair, old policies. Ending forward guidance may raise volatility.
AI hyperscaler capex: tailwinds remain, but the bar is high
Valuation signals relative attractiveness: sovereigns > equities > credit
Energy security = economic security: tailwinds for FTSE Environmental Ops
Emerging markets – divergence creates opportunity

Published quarterly, this report covers:

The most impactful macro indicators in the current market environment
A cross-asset comparison covering rates, credit, equities, listed alternatives, commodities, and currencies
Insights on market shifts and their implications for multi-asset portfolio construction

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